FUTURE FINANCES INC

Overview

Future Finances Inc is an independent, individual-owned registered investment adviser that has been SEC-registered since 1982. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutional clients. Compensation is through a mix of percentage-of-AUM fees and fixed fees. Alongside its advisory work, the firm has affiliated business activities: it operates as a registered representative of a broker-dealer, a commodity pool operator/commodity trading advisor (CPO/CTA), an insurance broker, and provides accounting and other financial product sales. Future Finances Inc does not present itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices